Leah Warren, a Senior Client Advisor at Ballentine Partners, spoke at Bentley University as part of their panel, “Women Should Apply: Why You Should Consider a Career in Financial Planning” where she, along with several other women, spoke about their passion for the financial planning industry and why other women should join.
Leah is passionate about helping clients succeed in all parts of their financial lives, and is particularly interested in helping couples and families have healthy and fun dialogue about money and values. Prior to joining Ballentine in 2013, Leah worked as an Operations and Client Service Associate at Daintree Advisors, working with high net-worth families and supporting a wide array of business operations. Prior to that, Leah was a Financial Planner at Lantern Financial, a planning firm working with young professionals and couples. Leah graduated from Simmons College, magna cum laude, with a Bachelor of Arts in Economics and Spanish. She studied Financial Planning at Boston University and is a CERTIFIED FINANCIAL PLANNER™ practitioner. She has been a member of the Financial Planning Association since 2009.
Learn more about Leah Warren.